Original filing (PDF)20251010154057NAL0018414370001

PRESBYTERIAN MANORS OF MID-AMERICA, INC.

Name: PRESBYTERIAN MANORS OF MID-AMERICA, INC. — PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN, Form 5500 (2024)
Creator: PRESBYTERIAN MANORS OF MID-AMERICA, INC.

Form 5500

FILING_RECEIVED

PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,904

Accounts w/ balance

489

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRESBYTERIAN MANORS OF MID-AMERICA, INC..

Plan sponsor

Name

PRESBYTERIAN MANORS OF MID-AMERICA, INC.

EIN

48-0877587

Address

P.O. BOX 20440 · P.O. BOX 20440 · WICHITA, KS · 67208

Phone

(316) 685-1100

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INTRUST BANK, N.A.	48-0477525	—	NONE	$3K	—

Investments

25 direct securities· $10.8M(100% of reported assets)

Other securities

$10.7M

24 holdings

Mutual Funds

$116K

1 holding

					% of plan
American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$2.0M	18.3%
American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$1.2M	11.2%
American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$980K	9.1%
American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$859K	8.0%
American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$857K	7.9%
American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$826K	7.7%
Vanguard 500 Index Fund Adm	Other securities	—	—	$567K	5.3%
American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$554K	5.1%
Federated Hermes Government Oblig #5	Other securities	—	—	$439K	4.1%
American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$394K	3.7%
Vanguard Growth Index Fund Admiral Shares	Other securities	—	—	$311K	2.9%
Vanguard Mid-Cap Index Fund - Adm	Other securities	—	—	$297K	2.7%
JP Morgan Core Plus Bond Fund FD	Other securities	—	—	$209K	1.9%
Vanguard Small Cap Index Fund	Other securities	—	—	$200K	1.9%
Vanguard Value Index Fund	Other securities	—	—	$139K	1.3%
American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$137K	1.3%
ClearBridge Mid-Cap Growth Fund	Other securities	—	—	$117K	1.1%
Janus Henderson Venture Fund	Mutual Funds	—	—	$116K	1.1%
Vanguard Developed Markets Index Fund	Other securities	—	—	$115K	1.1%
American Funds 2010 Target Date Retirement Fund	Other securities	—	—	$113K	1.0%
Wells Fargo Special Mid Cap Value Fund	Other securities	—	—	$100K	0.9%
American Century Small Cap Value Fund Class R6	Other securities	—	—	$89K	0.8%
T. Rowe Price International Discovery Fund	Other securities	—	—	$85K	0.8%
various maturity dates through February 2029	Other securities	—	—	$79K	0.7%
American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$27K	0.2%